Senior Investment Advisor
FMA
As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Client Service Associate
Client Service Associate
Kristine began her career in the financial services industry in 2002. Kristine is an integral part of our team helping to ensure that the administrative needs of our clients and their portfolios are looked after. She is known for providing exceptional client service by striving to exceed expectations.
Born and raised in Frankford, Kristine now calls Tweed home where she lives with her husband and 2 children. She and her husband built their house there years ago as they both enjoy the great outdoors.
When not at work, Kristine loves spending time with her family outdoors.
Associate Investment Advisor
Associate Investment Advisor
Justin joined Tretina Nelson Wealth Management in 2022 after many years of working with Agricultural Services within TD Commercial Banking. With deep roots in Finance, Business and Agriculture, Justin has the experience necessary to understand and relate to the team's clients. As part of our team, he enjoys helping our clients achieve their goals.
Although born in Southwestern Ontario, Justin has called Thurlow township home for most of his life. He and his dogs enjoy their small acreage north of Belleville.
Outside of the office, Justin enjoys skiing, mountain biking, watersports, farming and renovation projects.
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.